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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Here's a breakdown of how the federal government spends your tax money.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
In the face of divorce, making changes to insurance coverage may be overlooked.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
All about how missing the best market days (or the worst!) might affect your portfolio.
What if instead of buying that vacation home, you invested the money?